Senior Manager AIF Fund Raising

Intellectual Capital HR Consulting Pvt. Ltd.

Gurugram District

On-site

INR 1,500,000 - 2,300,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking an entrepreneurial AIF Fund Raising professional to drive capital mobilisation for our AIF products through Direct Client Acquisition and B2B/B2C Channel Sales.

The role focuses on building relationships with HNI/UHNI investors and affluent clients while expanding a robust distribution network. The candidate will combine consultative selling, investor relationship management, and market development to grow AIF assets, working with wealth

Qualifications

Experience in direct client sales to HNI/UHNI investors.
Ability to build and manage a distribution channel with wealth managers, private banks, IFAs, RIAs, and banks.
Strong understanding of AIF and alternative investments.

Responsibilities

Drive direct client sales to HNI/UHNI investors and affluent individuals through presentations and meetings.
Develop and manage channel partners including wealth managers, private banks, IFAs, RIAs, and family offices.
Communicate the AIF investment thesis and manage regulatory compliant product sales.
Maintain investor relationships with regular updates and referrals through relationship-led selling.
Identify new markets and participate in investor events to expand AIF distribution.

Skills

Direct client acquisition

Channel development

Investor relations

AIF/alternative investments

Presentation/communication

Job description

Position Overview

We are looking for an entrepreneurial and result-oriented AIF Fund Raising professional to drive capital mobilisation for the firm's AIF products through both Direct Client Acquisition and B2B/B2C Channel Sales.

The individual will be responsible for developing relationships with HNI/UHNI investors, family offices and affluent clients while simultaneously building a strong distribution network comprising Wealth Managers, IFAs, MFDs, RIAs, Private Banks, Wealth Management Firms, Financial Advisors and other relevant intermediaries.

The role requires a combination of consultative selling, investor relationship management, channel development and strong understanding of AIF/alternative investment products.

Key Responsibilities

1. Direct Client Sales B2C

Identify, acquire and develop relationships with HNI, UHNI and affluent investors.
Generate direct leads for AIF investments through personal network, references, events and market outreach.
Understand investor objectives, risk appetite, asset allocation requirements and investment preferences.
Present and articulate the AIF investment thesis, strategy, structure, risk factors and potential returns to prospective investors.
Conduct investor meetings, product presentations and investment discussions.
Build long-term relationships with existing investors and identify opportunities for additional investments and referrals.
Maintain a high-quality investor pipeline and ensure systematic follow-up through the complete investment cycle.
Coordinate with investment, operations, compliance and senior management teams for smooth investor onboarding and documentation.
Develop a strong HNI/UHNI investor franchise for the organisation.

2. Channel Sales – B2B

Develop and manage relationships with Wealth Management Firms, Private Banks, IFAs, MFDs, RIAs, Family Offices, Financial Advisors and other distribution partners.
Identify and onboard productive channel partners capable of generating AIF business.
Conduct product training and presentations for channel partners.
Equip distributors with appropriate product knowledge, investment thesis and sales collateral.
Generate regular business through the existing channel network while continuously expanding the partner base.
Build relationships with senior relationship managers, wealth heads, business heads and investment professionals within distribution organisations.
Track channel-wise business performance and develop strategies to improve productivity.
Conduct regular partner meetings, investor events and product discussions.

3. AIF Product Sales

Develop deep understanding of the firm's AIF offerings, investment strategy, portfolio, underlying assets, fund structure, tenure, return expectations, risks and liquidity considerations.
Effectively communicate the investment proposition to sophisticated investors and professional intermediaries.
Stay updated on competing AIF products, private credit, PMS, private equity and other alternative investment products.
Prepare customised investment presentations and pitches based on investor requirements.
Ensure all product communication and sales activity remains aligned with applicable regulatory and compliance requirements.

4. Investor Relationship Management

Act as a trusted point of contact for prospective and existing investors.
Maintain regular communication with investors and channel partners.
Coordinate investor updates, reporting and queries with internal teams.
Build strong credibility and trust within the HNI/UHNI and wealth management ecosystem.
Generate referrals and repeat investments through relationship-led selling.

5. Business Development & Market Expansion

Develop a comprehensive prospect database covering HNI/UHNI investors, family offices and intermediary networks.
Identify new geographic and institutional markets for AIF distribution.
Participate in investor meets, conferences, wealth forums and industry events.
Develop market intelligence around competing AIFs and alternative investment opportunities.
Contribute to the development of the firm's overall AIF distribution strategy.

Target Client Segments

Direct / B2C